Retirement Planning

Displaying 8408 results
Reduced earnings late in career might not reduce Social Security benefit
RETIREMENT PLANNING JUL 15, 2014
Reduced earnings late in career might not reduce Social Security benefit

Top 35 years of earnings, not final years, determine monthly amount.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 15, 2014
Sting and other wealthy celebrities don't want money to ruin their kids

Everything they do is magic, but they have to earn their own living, adviser says.

By Liz Skinner
RETIREMENT PLANNING JUL 15, 2014
Bond ladders for fans of portfolio safety

Proponents of the strategy tout its effectiveness in any rate environment.

By Jeff Benjamin
RETIREMENT PLANNING JUL 13, 2014
Congress set to pass bill giving SEC a budget boost, leaving DOL fiduciary rule alone

The bill preventing a government shutdown includes SEC funding hike and allowance to cut pensions. Left out is language that would have killed the DOL's fiduciary rule.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUL 13, 2014
SIFMA plans to step up opposition to DOL fiduciary-duty rule

Wall Street resistance has helped slow down a pending Department of Labor rule to strengthen standards for advisers to retirement plans. With a re-proposal slated for January, the Securities Industry and Financial Markets Association is urging more of its firms to contact Congress to oppose the measure.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUL 11, 2014
Millennials defy their risk-averse label to invest in stocks

Convinced of Social Security's shakiness, those born from 1979 to 1996 participate in retirement plans at high rates, according to one study.

By Bloomberg
RETIREMENT PLANNING JUL 11, 2014
Plan to ax estate tax gains momentum in House

Bringing bill to a floor vote expected for political gain: The issue may well play out in the Presidential election.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUL 11, 2014
Limits to stretch IRAs floated to pay for highway repairs

By Mark Schoeff Jr.
RETIREMENT PLANNING JUL 11, 2014
Advisers proceed with caution following inherited IRA ruling

Recent Supreme Court decision preventing bankruptcy protection for these assets calls for careful planning strategies.

By Darla Mercado
RETIREMENT PLANNING JUL 09, 2014
Thousands join the national tiny house trend

Free from big mortgages, they say downsizing has won them economic freedom.

By Nina Glinski
Social Security planning comes to the workplace
RETIREMENT PLANNING JUL 09, 2014
Social Security planning comes to the workplace

Social Security planning has taken a giant step into the workplace, and retirement planning may never be the same. Mary Beth Franklin calls the addition of claiming strategies to retirement income tools a possible game changer.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 08, 2014
Surrender fees haunt legacy 403(b) plans

As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

By Darla Mercado
RETIREMENT PLANNING JUL 08, 2014
Missouri bars pension advances for public workers

Show Me State's action follows heightened regulatory scrutiny.

By Darla Mercado
RETIREMENT PLANNING JUL 08, 2014
SEC hits American Pension Services and its founder with fraud charges

APS, a third-party administrator, allegedly caused investors to lose $22 million

By Darla Mercado
RETIREMENT PLANNING JUL 07, 2014
An editor tests the reality of retirement: 24/7 togetherness

More than half of working retirees report taking a break from work when they first retired, as Mary Beth Franklin's husband plans to do.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 07, 2014
The high taxes on art purchases might surprise you

Here's how to lower that extra, hidden cost: The secret is a like-kind exchange, but using one to save in the art market is a little more complicated than using one in the real estate world.

By Diana Wierbicki
Doing the math on a retirement annuity
RETIREMENT PLANNING JUL 07, 2014
Doing the math on a retirement annuity

Spending $125,000 now could earn you $40,000 a year after you're 80.

By Ben Steverman
EQUITIES JUL 07, 2014
Most investors missed the Dow's early fireworks

Today's <i>Breakfast with Braswell</i> covers investors missing out on the Dow's latest rally, another gender bias suit hitting Wall Street, and much more.

By Andrew Leigh
RETIREMENT PLANNING JUL 07, 2014
Undoing a hasty Social Security claiming decision

There are remedies, but your clients may not like them.

By Mary Beth Franklin
Early filers regret Social Security claiming decisions
RETIREMENT PLANNING JUL 04, 2014
Early filers regret Social Security claiming decisions

Survey shows many retirees wish they had waited to begin taking benefits.

By Mary Beth Franklin